Ruth Ojeda Luna
South Bend
Summary
I am looking to join a team that is looking to grow. In my career I have achieved record production performances and world class customer service. I am a bilingual (English and Spanish) customer service and sales expert who identifies needs and delivers solutions to problems. I can effectively build long-term relationships with customers while achieving individual sales goals.
Overview
11
11
years of professional experience
Work History
Branch Manager
Tech Credit Union
La Porte
09.2024 - Current
- I lead daily branch operations ensuring adherence to company policies.
- Develop and implement branch marketing strategies to enhance customer engagement
- Train new employees on operational procedures and customer service standards.
- Manage and inspire team members to perform to full potential, driving branch profitability.
- In less than a year branch has increased volume in transactions, new memberships and production by 100%
ASSISTANT MANAGER| BUSINESS DEVELOPMENT REPRESENTATIVE
Notre Dame Federal Credit Union
01.2021 - 09.2024
- Oversee multiple office locations consisting of 15+ employees.
- Responsible for individual lending production as well as overall branch production.
- Active in community involvement and business development.
- Training new personnel on operating procedures and company services.
- Led team to a 20 million year.
- Named top branch of the network in 2023.
MEMBER SERVICE REPRESENTATIVE
NOTRE DAME FEDERAL CREDIT UNION
01.2017 - 01.2021
- I serve my members as an advisor and a financial physician.
- In this role I open new accounts, develop business as well as serve as the branch lending expert.
- In 2020 I became the first branch employee to ever lead the retail network of NDFCU in production.
- I also was named the top employee in my division.
- In 2020 I achieved 250% of my goal and became first employee to ever hit this mark.
- I pride myself not in selling but in providing solutions as a trusted advisor.
- Honors: Branch employee of the year: 2020
- Retail Network Employee of the year: 2020
- Platform Partner of the year: 2020, 2021, 2022
- First employee to achieve 250% of budget.
- Top Loan Production: 2021
- President's Award Recipient: 2017, 2018, 2019, 2020, 2021, 2022.
- Team selected as branch of the year: 2017, 2018, 2019, 2020, 2021, 2022.
- NDFCU named top financial institution: 2017, 2018, 2019, 2020, 2021, 2022.
MEMBER SERVICE ASSOCIATE
NOTRE DAME FEDERAL CREDIT UNION
03.2016 - 01.2018
- Responsible for maintaining a cash drawer, performing transactions, cross-selling and finding needs, and closing responsibilities.
SALES ASSOCIATE
LOFT
07.2015 - 03.2016
- Customer service and sales floor
RESIDENTIAL FIELD SPECIALIST
COMCAST
04.2014 - 04.2015
- Direct customer interaction, cold call sales door to door, biweekly sales reports, bilingual service
Education
HIGH SCHOOL DIPLOMA -
PENN HIGH SCHOOL
Computer Science
IVY TECH COMMUNITY COLLEGE
Skills
- Management
- Sales
- Communication
- Bilingual
Accomplishments
- Branch employee of the year: 2020
- Retail Network Employee of the year: 2020
- Platform Partner of the year: 2020, 2021, 2022
- First employee to achieve 250% of budget.
- Top Loan Production: 2021
- President's Award Recipient: 2017, 2018, 2019, 2020, 2021, 2022.
- Team selected as branch of the year: 2017, 2018, 2019, 2020, 2021, 2022.
- NDFCU named top financial institution: 2017, 2018, 2019, 2020, 2021, 2022.
Timeline
Branch Manager
Tech Credit Union
09.2024 - Current
ASSISTANT MANAGER| BUSINESS DEVELOPMENT REPRESENTATIVE
Notre Dame Federal Credit Union
01.2021 - 09.2024
MEMBER SERVICE REPRESENTATIVE
NOTRE DAME FEDERAL CREDIT UNION
01.2017 - 01.2021
MEMBER SERVICE ASSOCIATE
NOTRE DAME FEDERAL CREDIT UNION
03.2016 - 01.2018
SALES ASSOCIATE
LOFT
07.2015 - 03.2016
RESIDENTIAL FIELD SPECIALIST
COMCAST
04.2014 - 04.2015
HIGH SCHOOL DIPLOMA -
PENN HIGH SCHOOL
Computer Science
IVY TECH COMMUNITY COLLEGE